Chancellor Financial Group WB’s Vanguard S&P 500 ETF VOO Stock Holding History

Chancellor Financial Group WB’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$432K	Buy	629 +88	+16%	+$58.7K	0.27%	76
2026 Q1	$323K	Buy	541 +13	+2%	+$8.13K	0.23%	87
2025 Q4	$331K	Buy	528 +1	+0.2%	+$621	0.22%	88
2025 Q3	$323K	Buy	527 +4	+0.8%	+$2.36K	0.23%	87
2025 Q2	$297K	Buy	523 +62	+13%	+$32.6K	0.23%	91
2025 Q1	$237K	Sell	461 -39	-8%	-$21.1K	0.2%	109
2024 Q4	$269K	Buy	+500	New	+$271K	0.22%	93

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Chancellor Financial Group WB's VOO Position: Q2 2026 in Review

Chancellor Financial Group WB increased its Vanguard S&P 500 ETF (VOO) stake by 16% in Q2 2026, buying an estimated $58.7K and bringing the position to 629 shares worth $432K. The position accounts for 0.27% of the portfolio, ranked #76.

Chancellor Financial Group WB first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 4,007 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Chancellor Financial Group WB held 629 shares of Vanguard S&P 500 ETF worth $432K as of Q2 2026.
Chancellor Financial Group WB bought 88 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $58.7K.
Vanguard S&P 500 ETF made up 0.27% of Chancellor Financial Group WB's portfolio in Q2 2026, its #76 holding.
Chancellor Financial Group WB first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
4,007 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Chancellor Financial Group WB's 13F filing for Q2 2026, filed 10 Aug 2026.